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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,018 | $106,524-18.3% | $152,301-42.9% | $87,485-0.5% |
| Participation rate | 85.7% | 75.8%+10.0pp | 82.4%+3.3pp | 68.9%+16.8pp |
| Annual return | 15.80% | 26.89%-11.1pp | 80.50%-64.7pp | 26.06%-10.3pp |
| Employer contribution / active EE | $4,136 | $3,371+22.7% | $4,624-10.6% | $2,596+59.3% |
| Participant deferral / active EE | $8,084 | $6,525+23.9% | $8,004+1.0% | $4,274+89.2% |
| Admin fee / account holder | $2,052 | $8,287-75.2% | $14,398-85.8% | $7,775-73.6% |